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MEDIQUS ASSET ADVISORS, INC.
Legal name: MEDIQUS ASSET ADVISORS INC
CRD 107694File 801-50225
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.46B
Above cohort median (national)
Discretionary AUM
$1.46B
Clients
831
1,596 accounts
Employees
11
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 28, 1995
- Principal office
- 8750 W. BRYN MAWR, STE 325, CHICAGO, IL, 60631-3655
- Phone
- 312-419-3733
- Website
- HTTP://WWW.MEDIQUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.46B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,596
- Non-discretionary accounts
- 0
- Total accounts
- 1,596
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $203.3M |
| Charitable organizations | 67 | $176.1M |
| High net worth individuals | 302 | $933.4M |
| Pension and profit sharing plans | 15 | $59.6M |
| Individuals (other than high net worth individuals) | 409 | $83.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 856 | 831 | decreased by25 |
| Apr 1, 2026 | AUM | $1,301,315,357 | $1,456,099,307 | increased by$154,783,950 |
| Apr 1, 2026 | Accounts | 1,399 | 1,596 | increased by197 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 721 | 856 | increased by135 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,312,508,563 | $1,301,315,357 | decreased by$11,193,206 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,622 | 1,399 | decreased by223 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 707 | 721 | increased by14 |
| Apr 1, 2022 | AUM | $1,163,749,235 | $1,312,508,563 | increased by$148,759,328 |
| Apr 1, 2022 | Accounts | 1,640 | 1,622 | decreased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEDIQUS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEDIQUS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.